Add morningstar-screener source

main.js

@@ -20,8 +20,8 @@ function muFunds(option, id, source) {
     throw new Error( "Asset identifier is empty." );
   }
 
-  if (!source) {
-    throw new Error( "Data source is required as third argument. Please see www.mufunds.com/usage.html" );
+  if (!source || source === 'morningstar') {
+    return loadFromMorningstarScreener(option, id);
   }
 
   // Input already validated

sources/morningstar-screener.js

@@ -0,0 +1,210 @@
+function loadFromMorningstarScreener(option, id, attempts = 0) {
+  const cache = CacheService.getScriptCache();
+
+  let url = 'https://lt.morningstar.com/api/rest.svc/klr5zyak8x/security/screener';
+
+  const params = {
+    outputType: 'json',
+    page: 1,
+    pageSize: 1,
+    securityDataPoints: [
+      'CategoryName',
+      'ClosePrice',
+      'ClosePriceDate',
+      'ExpenseRatio',
+      'Name',
+      'PriceCurrency',
+      'GBRReturnD1',
+      'SecId',
+      'Universe',
+    ],
+    term: id,
+    universeIds: [
+      'FOEUR$$ALL', // Europe funds
+      'ETEUR$$ALL', // Europe ETFs
+
+      'FOBEL$$ALL', // Belgium funds
+      'ETEXG$XBRU', // Belgium ETFs
+      'FOBEL$$PEN', // Belgium pension plans
+
+      'FODNK$$ALL', // Denmark funds
+      'ETEXG$XCSE', // Denmark ETFs
+
+      'FODEU$$ALL', // Germany funds
+      'ETEXG$$XFRA', // Germany ETFs (Frankfurt)
+      'ETEXG$$XETR', // Germany ETFs (Xetra)
+
+      'FOESP$$ALL', // Spain funds
+      'ETEXG$XMAD', // Spain ETFs
+      'FOESP$$PEN', // Spain pension plans
+
+      'FOFRA$$ALL', // France funds
+      'ETEXG$XPAR', // France ETFs
+      'FOFRA$$FXP', // France pension plans (FCPI/FIP)
+
+      'FOIRL$$ALL', // Ireland funds
+      'ETEXG$XDUB', // Ireland ETFs
+
+      'FOITA$$ALL', // Italy funds
+      'ETEXG$XMIL', // Italy ETFs
+      'FOITA$$PEN', // Italy pension plans
+
+      'FONLD$$ALL', // Netherlands funds
+      'ETEXG$XAMS', // Netherlands ETFs
+
+      'FONOR$$ALL', // Norway funds
+      'ETEXG$XOSE', // Norway ETFs
+
+      'FOAUT$$ALL', // Austria funds
+      'ETEXG$XWBO', // Austria ETFs
+
+      'FOPRT$$ALL', // Portugal funds
+      'ETEXG$XLIS', // Portugal ETFs
+
+      'FOCHE$$ALL', // Switzerland funds
+      'ETEXG$XSWX', // Switzerland ETFs
+
+      'FOFIN$$ALL', // Finland funds
+      'ETEXG$XHEL', // Finland ETFs
+
+      'FOSWE$$ALL_5498', // Sweden funds
+      'ETEXG$XSTO', // Sweden ETFs
+
+      'FOGBR$$ALL', // UK funds
+      'ETEXG$XLON', // UK ETFs
+      // 'CEEXG$XLON', // UK investment trusts
+      // 'SAGBR$$LSA', // UK pension funds 1
+      // 'SAGBR$$PSA', // UK pension funds 2
+
+      'FOIND$$ALL', // India funds
+      'FCIND$$ALL', // India close-ended funds
+
+      'FOCAN$$ALL', // Canada funds
+      'ETCAN$$FFE', // Canada ETFs
+      'E0CAN$$FST', // Canada stocks
+
+      'FOBRA$$ALL', // Brazil funds
+
+      'FOUSA$$ALL', // US funds
+      'ETUSA$$FFE', // US ETFs
+
+      'FOSGP$$ALL', // Singapore funds
+      'ETEXG$XSES', // Singapore ETFs
+
+      'FOIDN$$ALL', // Indonesia funds
+
+      'FOCHL$$ALL', // Chile funds
+      'ETEXG$XSGO', // Chile ETFs
+
+      'FOMEX$$ALL', // Mexico funds
+      'ETEXGRXMEX', // Mexico ETFs 1
+      'ETEXGIXMEX', // Mexico ETFs 2
+
+      'FOAUS$$ALL', // Australia investment trusts
+      'FOAUS$$SAF', // Australia superannuation funds
+      'FOAUS$$PAF', // Australia pension and annuities funds
+      'FOAUS$$IBF', // Australia investment bonds
+
+      'FONZL$$ALL', // New Zealand investment trusts
+      'FONZL$$SAF', // New Zealand superannuation funds
+      'FONZL$$IBF', // New Zealand investment bonds
+
+      'FOHKG$$ALL', // Hong Kong funds
+      'FOHKG$$PEN', // Hong Kong pension plans
+      'ETEXG$XHKG', // Hong Kong ETFs
+
+      'FOMYS$$ALL', // Malaysia funds
+      'ETEXG$XKLS', // Malaysia ETFs
+
+      'FOTHA$$ALL', // Thailand funds
+      'ETEXG$XBKK', // Thailand ETFs
+
+      'FOTWN$$ALL', // Taiwan funds
+      'ETEXG$XTAI', // Taiwan ETFs
+
+      'FOISR$$ALL', // Israel funds
+      'ETEXG$XTAE', // Israel ETFs
+
+      // 'FOALL$$ALL', // Fallback
+
+      // 'E0WWE$$ALL', // All stocks
+    ],
+    version: 1,
+  };
+
+  url += Object.keys(params)
+      .reduce((url, key, position) => {
+        const joiner = position === 0 ? '?' : '&';
+
+        let value = params[key];
+
+        if (Array.isArray(value)) {
+          value = value.join(encodeURIComponent('|'));
+        } else {
+          value = encodeURIComponent(value);
+        }
+
+        return url + joiner + key + '=' + value;
+      }, '');
+
+  if (option === 'url') {
+    return url;
+  }
+
+  // const fetch = UrlFetchApp.fetch(url, { muteHttpExceptions: true });
+  const fetch = UrlFetchApp.fetch(url, { muteHttpExceptions: true });
+
+  if (fetch.getResponseCode() == 403) {
+    const cached = cache.get(`mslt-${option}-${id}`);
+
+    if (cached !== null) {
+      if (['nav', 'change', 'expenses'].includes(option) && !isNaN(cached)) {
+        return parseFloat(cached);
+      } else if (cached !== '-') {
+        return cached;
+      }
+
+      throw new Error('Selected option is not available for the given asset.');
+    }
+
+    if (attempts >= 5) {
+      throw new Error('Morningstar error. Please delete the cell, wait 3 seconds and press Ctrl+Z to reload data.');
+    }
+
+    Utilities.sleep(1000);
+
+    return loadFromMorningstarScreener(option, id, attempts+1);
+  }
+
+  const json = JSON.parse(fetch.getContentText());
+
+  if (json.total < 1) {
+    throw new Error('Search failed. Please use a valid unique identifier for the asset.');
+  }
+
+  const values = {
+    nav: json.rows[0].ClosePrice ?? '-',
+    change: json.rows[0].GBRReturnD1 ? json.rows[0].GBRReturnD1 / 100 : '-',
+    date: json.rows[0].ClosePriceDate ?? '-',
+    currency: json.rows[0].PriceCurrency ?? '-',
+    expenses: json.rows[0].ExpenseRatio ? json.rows[0].ExpenseRatio / 100 : '-',
+    category: json.rows[0].CategoryName ?? '-',
+  }
+
+  cache.put(`mslt-nav-${id}`, values.nav, 12 * 60 * 60);
+  cache.put(`mslt-change-${id}`, values.change, 12 * 60 * 60);
+  cache.put(`mslt-date-${id}`, values.date, 12 * 60 * 60);
+  cache.put(`mslt-currency-${id}`, values.currency, 12 * 60 * 60);
+  cache.put(`mslt-expenses-${id}`, values.expenses, 12 * 60 * 60);
+  cache.put(`mslt-category-${id}`, values.category, 12 * 60 * 60);
+
+  if (option in values) {
+    if (values[option] !== '-') {
+      return values[option];
+    }
+
+    throw new Error('Selected option is not available for the given asset.')
+  }
+
+  throw new Error('Unknown option');
+}